+37.5%
JUNW vs VT
+79.0%
-41.5%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | 0.0% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | -1.7% | -3.1% | +1.4% | -0.5% |
| 3M | -0.7% | -3.5% | +2.8% | +0.6% |
| 6M | +1.0% | +0.5% | +0.5% | +0.7% |
| YTD | +3.9% | +10.8% | -6.9% | -0.6% |
| 1Y | +5.0% | +11.9% | -6.9% | 0.0% |
| 3Y | +33.3% | +73.0% | -39.7% | +5.8% |
| All | +37.5% | +79.0% | -41.5% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling